Browsing Category
Credit Markets
533 posts
Three Strategies for Navigating Turbulent Bond Markets
by Scott Dimaggio and Gershon Distenfeld, Co-Heads of Fixed Income, AllianceBernstein Today’s market environment taps into bond investors’…
April 5, 2021
As Duration Dies, Equities Rise
by Jim Masturzo, Research Affiliates Key Points The equity risk premium, a comparison of equity and bond yields…
March 3, 2021
Tactical asset allocation update: February 2021
by Alessio De Longis, Invesco Canada Macro update We expect the global cycle to move into an expansionary…
March 3, 2021
Corporate Bond Market: Is a “Zombie” Apocalypse Coming?
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research What’s a “zombie company”? You may…
March 2, 2021
Neuberger Berman: Early-Cycle Conditions Still Support Credit
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Why the run-up in rates has troubled equity markets…
March 1, 2021
Jeremy Grantham: Waiting for the Last Dance
The Hazards of Asset Allocation in a Late-stage Major Bubble by Jeremy Grantham, GMO Executive Summary The long,…
February 25, 2021
On My Mind — Inflation: The Devil We Knew
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Investments Inflation concerns have entered…
February 25, 2021
Technically Speaking: Blowing Up The “Everything Bubble”
by Lance Roberts, RIA Recently, I discussed the “Two Pins That Pop The Bubble,” specifically noting the risk…
February 24, 2021
Technically Speaking: Howard Marks On Speculative Manias
by Lance Roberts, RIA One of my favorite investing legends is Oaktree Management’s Howard Marks. His investing wisdom…
February 18, 2021
The Green Transition: Implications of the European Recovery Plan
by Darren Williams, AllianceBernstein Despite questions over financing the European Union’s (EU’s) new Green Deal, the green transition…
February 11, 2021
Will High-Dividend Payers Make a Comeback in 2021?
by Karen Watkin, AllianceBernstein
Having strongly underperformed the wider stock market in 2020, high-dividend stocks have shown…
February 7, 2021
Why Rising Bond Yields Aren’t Always Bad for Stocks
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Insights and Market Perspectives Author: David Stonehouse February 2, 2021 Print…
February 2, 2021
Tactical asset allocation — January 2021 recap
by Alessio De Longis, Invesco Canada Global recovery begins to mature, leading to expansion Macro update The year…
January 26, 2021
Should Bondholders Keep Faith in Europe’s Banks?
by Steve Hussey, Head—Financial Institutions Credit Research, AllianceBernstein For European banks’ stockholders, 2020 was a year to forget.…
January 21, 2021
European Fixed Income in 2021: Focused on Recovery, and Politics
by David Zahn, CFA, FRM, Franklin Templeton Investments Author David Zahn, CFA, FRM Head of European Fixed Income,…
January 20, 2021